How do I submit a broker of record (BOR) change request? 

Submitting a Broker of Record (BOR) change request, which can only be done at account renewal, is a straightforward process. Just follow the steps below:

1. Complete a broker of record change request form and have the policyholder sign it.
   Please note, typed names without an audit trail for e-signature is not considered a valid signing.
   
   REQUIRED FIELDS
   -New agency name & number
   -Previous agency
   -All lines of coverage to be moved
   -Producer name
   -Effective date
   
   
2. Email the signed form to us at hello@coverwhale.com with formal/wet signatures, or if eSignature is being used, please supply the e-signature audit trail.

Once an associate has reviewed your request, we'll get back to you within five business days.